When adding memberships to your dashboard, you have 2 main types of memberships you can add.
Recurring Payment Members: [Credit Card Only]
- A "Recurring Membership" requires a credit card and will auto-renew until canceled.
- A "Recurring Membership" requires a credit card and will auto-renew until canceled.
Non-Recurring Payment Members: [Cash, Check or Credit Card]
- A "Non-Recurring Membership" is intended to be a one-time charge where the member pre-pays for only 1 year at a time. The office will be required to follow up with the patient and collect payment to renew the membership each year that the patient wishes to renew.
- Non-recurring memberships can be paid for with cash or check
- Members will be alerted prior to their membership expiring.
Step-by-Step Guide to Adding a New Member:
Step 1: Adding a New Membership
- At the top right-hand corner of your dashboard, you’ll find the “Add a New Membership” button. Click here.
Step 2: Fill in Patient Information
- Now, you’ll need to provide the patient’s information. This includes their name, contact details, and other relevant information.
Step 3: Choose Membership Plan
- Select the correct type of membership plan for the member.
Step 4: Set the Start Date
- Pick a start date for the membership. Remember, if you choose a future start date, the patient will be charged on the day you create the membership, but the renewal date will be based on the chosen start date.
Step 5: Payment Type
- Choose the payment type. You have a few options:
- auto-renewing payment via credit card
- one-time payment via credit card
- a one-time cash or check payment
Step 6: Add Any Additional Fees
- If there are any one-time fees, such as an enrollment fee, you can add them here. You also have the option to leave a note explaining the purpose of the fee.
Step 7: Enter Credit Card Information and Agree to Terms
- Fill out the required credit card information and make sure to select the option indicating that the member has agreed to the terms and conditions.
Step 8: Review Terms and Conditions
- If you need to print the terms and conditions before proceeding, simply click the provided link.
Step 9: Create the Membership
- Once you’ve filled in all the necessary information, click the orange button at the bottom to create the membership.
Step 10: Verify Membership
- After successfully creating the membership, you can find it in your members tab at the top of your dashboard.
Need Help?
- If you encounter any issues or have questions, don’t hesitate to reach out to Smile Advantage support at support@smileadvantage.com. They’ll be more than happy to assist you.
And there you have it! Adding a new membership to your Smile Advantage Dashboard is a straightforward process. By following these steps, you can efficiently manage your patient subscriptions and ensure a seamless experience for both you and your members.